Connecticut MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Connecticut. Please make your selection below of Connecticut CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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Financial Planning for Lawyers
While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their comp structure, salary may be dis... More Info
$501General Credit -
Finding Hidden Assets in a Matrimonial Case
This CLE course is presented by Tully Rinckey PLLC Partner Mario Cometti, Esq. Mr. Cometti will draw upon his experience as a former partner in a New York City law firm representing high net worth individuals in complex divorce proceedings to assist attorneys of all levels of skill and experience in improving their legal knowledge regarding discovery procedures and techniques. Mr. Cometti will provide guidance to attorneys on the Civil Practice Laws and Rules and other applicable laws in the c... More Info
$501General Credit -
Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions
The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akhavan will discuss the tax pitfalls that can result from owning real estate in the United States and will discuss different planning structures that can be used to avoid adverse tax consequences. Additionally, Eli will discuss reporting requirements s... More Info
$501General Credit -
GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions with potential buyers, to a letter of intent, to a binding contract, etc. Where the business is on this continuum will affect how an appraiser evaluates the possible implications of the potenti... More Info
$501.25General Credits -
Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner
The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property management protections, (2) provisions related to minors subject to guardianship, (3) improvements to compliance for limited guardianships, (4) new protections to prevent exploitation, (5) rights to vi... More Info
$751.5General Credits -
Guardianships: How to Plan for the Unplanned
Sometimes unfortunate things happen without a warning. If we do not plan ahead and if we do not assist our clients to plan ahead, the consequences are dire. This CLE will help attorneys’ better assist clients in preparing for the unexpected, starting with a Health Care Proxy, a Will and ultimately Power of Attorney (POA). If these things are not in place, and the parents of a child die, or an adult becomes incapacitated, a Guardianship petition is necessary. This CLE will also assist in determ... More Info
$751.75General Credits -
Heckerling Highlights, Key Tips and Insights: Advice From the Experts in Uncertain Times
The Heckerling Institute of Estate Planning is the largest and most respected estate planning conference of the year. This one hour CLE presentation will provide an overview of many of the recent developments and planning ideas discussed at this major conference. The handout materials include a 140 page summary of many of the presentations at this program. More Info
$751.75General Credits -
Heckerling Nuggets: Grantor Trusts, The Quest for Basis, and More!
In this CLE program, Martin M. Shenkman will review the most significant issues and strategies addressed at the 2015 Heckerling Institute, including: The impact of President Obama’s Legislative Proposals The Shift Towards Basis Step-Up Planning (and Overlooked Ways to Obtain that Step-Up) The Perpetuities “Problem” (and What to Do About It) Do DAPTs, NINGs, and DINGs Work? The QTIP “Division” Technique The Latest “Trust Protectors” The Newest Grantor Trust “Twists” And much, much... More Info
$501General Credit -
How Assets Pass Upon Death
There are various ways that a decedent's assets may pass or transfer title upon his/her death. This CLE course will familiarize attorneys with the basics of how a decedent's assets may pass or transfer upon his/her death either by contract via non-probate, the titling of an account, beneficiary designation, intestate succession or by will. This course will provide an overview of these types of transfers and the issues that may arise depending upon the decedent's circumstances. This course will... More Info
$501General Credit -
How The New Proposed Tax Bill Can Impact Your Retirement Account
This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA.. The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies t... More Info
$501.25General Credits